BlackRock CollegeAdvantage Advisor 529 Savings Plan

The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering seven target date investment options, three target-risk options, and 17 single-fund options featuring BlackRock mutual funds, iShares exchange-traded funds, and other fund families. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

4 / 5

Performance

4 / 5
  • Program type
    Savings
  • Inception
    2009
  • State agency
    Ohio Tuition Trust Authority, an office within the Ohio Department of Higher Education
  • Tax deduction
  • Program Manager
    BlackRock Advisors, LLC
  • Program distributor
    BlackRock Investments, LLC

BlackRock College Enrollment Option

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock20.3%23.01%
Foreign Stock5.39%6.96%
Real Estate0%1.11%
Bond25.68%40.66%
Short Term Bond47.81%17.02%
Cash/MM0.81%11.24%

Performance

Category Avg
This Portfolio
This Portfolio
Category Avg

Fees & Expenses (1 Year)

Category Avg
This Portfolio
This Portfolio
Category Avg

Total Expense Ratio

Fees vs Performance

Calculate your fee

Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.

$0

Data as of 03/31/2021.

Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.

Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).

Category average
Category averages are designed to be a representation of all portfolios with a similar age and risk profile (represented as a % of equity).

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